Sr. Teller (Full-Time)

The Summit Federal Credit UnionRochester, NY
3d$20 - $21Onsite

About The Position

The primary function of this Senior Teller position is to provide quality member service while processing member transactions accurately and in a timely efficient manner. Exhibit knowledge in Branch Operational Procedures and promote relationships by referring and selling financial products and services that best suit our member s needs. Coordinate Teller operations within the branch to ensure the daily activities of Tellers are performed in a timely, accurate and courteous manner. The Senior Teller will support teller staff in adhering to building account relationships, development support and provide training & mentoring assistance to Tellers.

Requirements

  • High School Diploma/Equivalency required.
  • Minimum one- two years prior Teller and sales experience.
  • Strong math and keyboarding skills required.
  • Effective communication skills, including listening skills, to build relationships and member loyalty.
  • Excellent interpersonal skills to create positive member experience.
  • Ability to cross-sell products and services.
  • Proficient sales skills with the ability to recognize opportunities that meet member needs.
  • Strong attention to detail and excellent organizational skills.
  • Work with minimal or no supervision.

Nice To Haves

  • Prior leadership and sales experience preferred.

Responsibilities

  • Represent the Credit Union with a positive, courteous, enthusiastic and professional attitude towards all members, colleagues, management, board members and outside vendors.
  • Responsible for performing transactions accurately and efficiently.
  • Responsible for balancing daily work.
  • Answer in-bound teller-line member support phones and process telephone requests.
  • Consistently make appropriate and timely suggestions/referrals of products and services to members.
  • Make quality referrals to MSS specialists for thorough review of features and benefits of products and services.
  • Make quality referrals to the Summit Retirement and Investment Services department.
  • Meet sales goals as determined by management using CML.
  • Encourage, engage & support tellers by example through demonstrating successful referral processes.
  • Update and document information learned about members in Contact Event Manager.
  • Adhere to credit union policies and departmental/branch procedures.
  • Assist tellers in solving member problems, serving as an operational reference.
  • Order and maintain vault cash (as appropriate).
  • Make exceptions to policy as appropriate and within authority.
  • Accurate and timely completion of required audit logs.
  • Assist with the balancing, maintaining, and auditing of cash dispense machine(s), vault, ATM, etc.
  • Audit ATM and cash drawers, according to policy.
  • Research and resolve member questions, problems and concerns by telephone, written correspondence, or in person.
  • Prepare workstation at the beginning of each day and ensure proper inventory of supplies throughout the day.
  • Completion of special projects as assigned by the Head Teller or management.
  • Assist Head Teller with daily close-out procedures and any other duties as requested.
  • Complete monthly reports to be given to management.
  • Strictly adhere to the established security and regulatory procedures while maintaining security of the work area and member sensitive documents, ensuring that it presents a well maintained, organized and neat appearance.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

101-250 employees

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